# Board-level AI-search reporting template. - working worksheet

Reviewed alongside the Eli guide: https://hireeli.io/resources/board-ai-search-report-template

## Decision to make

Report progress, uncertainty and commercial evidence without vanity metrics

Owner: ____________________
Review date: ____________________
Canonical page or destination: ____________________

## Buyer questions

- [ ] What belongs in a board-level AI-search report?
- [ ] Which metrics should remain separate?
- [ ] How should the report handle missing data?

## Evidence-led work plan

### 1. Executive result

State what changed in the measured cohort, the sample and uncertainty.

Evidence or artifact: ____________________
Status: [ ] not started  [ ] working  [ ] verified  [ ] blocked

### 2. Work completed

List page refreshes, new canonical pages, technical fixes, evidence assets, authority contributions and their exact receipts.

Evidence or artifact: ____________________
Status: [ ] not started  [ ] working  [ ] verified  [ ] blocked

### 3. Commercial evidence

Show AI referrals, qualified actions, buyer-reported influence, opportunities and confirmed customers as separate rows with source and coverage.

Evidence or artifact: ____________________
Status: [ ] not started  [ ] working  [ ] verified  [ ] blocked

### 4. Next allocation decision

Name what will be maintained, expanded, consolidated, distributed or stopped and why the evidence supports that choice.

Evidence or artifact: ____________________
Status: [ ] not started  [ ] working  [ ] verified  [ ] blocked

### 5. Give the board a denominator and a decision

Each reporting period should state the monitored buyer-question set, successful provider runs, comparison window and major website or distribution changes.

Evidence or artifact: ____________________
Status: [ ] not started  [ ] working  [ ] verified  [ ] blocked

## Source ledger

- [ ] Google Search Central: AI features and your website: https://developers.google.com/search/docs/appearance/ai-features
- [ ] OpenAI: publishers and developers FAQ: https://help.openai.com/en/articles/12627856-publishers-and-developers-faq
- [ ] Eli AI Visibility Index methodology: https://hireeli.io/ai-visibility-index/methodology

## Measurement boundary

Baseline date and exact context: ____________________
7-day observation: ____________________
14-day observation: ____________________
30-day observation: ____________________
Known limitations: ____________________

Keep technical eligibility, citations, recommendations, visits, leads and revenue as separate evidence. This worksheet does not guarantee an external ranking or commercial result.